+119.5%
GLDM vs NXT
+228.5%
-109.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.7% | +7.5% | +1.2% |
| 7D | +1.9% | +24.7% | -22.9% | +0.6% |
| 30D | -1.7% | +13.0% | -14.7% | -2.5% |
| 3M | -3.5% | -0.2% | -3.3% | -3.8% |
| 6M | -10.1% | -19.3% | +9.2% | -9.6% |
| YTD | -5.0% | +14.3% | -19.4% | -5.1% |
| 1Y | +2.8% | -11.0% | +13.7% | +2.9% |
| 3Y | +105.1% | +167.8% | -62.6% | +103.9% |
| All | +119.5% | +228.5% | -109.0% | +124.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NXT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling